+406.7%
BNY vs REGN
+105.3%
+301.4%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.3% |
| 7D | -1.3% | -5.6% | +4.3% | -0.3% |
| 30D | -0.2% | -2.0% | +1.8% | +0.1% |
| 3M | +14.9% | +28.0% | -13.0% | +9.8% |
| 6M | +40.0% | +1.2% | +38.8% | +39.1% |
| YTD | +42.0% | +1.6% | +40.3% | +40.7% |
| 1Y | +56.9% | +38.2% | +18.6% | +46.3% |
| 3Y | +289.9% | -5.4% | +295.2% | +285.2% |
| 5Y | +259.2% | +21.3% | +237.9% | +234.2% |
| All | +406.7% | +105.3% | +301.4% | +301.2% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded REGN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling